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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (19940)	12/15/1998 1:48:00 PM
From: Atticus	Read Replies (2) \| Respond to of 120523

Jenna, any thoughts on MPS. It is looking good to me. Thanks, Atticus

To: Jenna who wrote (19940)	12/15/1998 2:01:00 PM
From: HandsOn	Respond to of 120523

Why did BNYN dip when IPO INSP opened, Yahoo board was very excited when INSP went off Today. What is the relationship between the two stocks. Thanks to whoever answers me.

To: Jenna who wrote (19940)	12/15/1998 2:39:00 PM
From: Jenna	Respond to of 120523

e-mail: POWI, SYKE, SEEK SEEK: on the watch list and tried to buck the trend yesterday, being up in the morning before pulling back, SEEK gapped up..went to 46 1/2 and then back to 44. I put in a buy stop at 44 1/2 did not get in.. changed it to 45 7/16 and got in, by 47 and 1/8 I sold.. chasing it.. now at 45 3/4 I'm back in a second time.. Would not usually play the gap ups but SEEK is special case. I'm bullish on SEEK.. So basically I'm in four stocks: POWI,JBL,SLR and SEEK.. big blocks in each one.. have still BBY from Friday and PAYX (options)this morning. Been very busy.. and that is only from today's and yesterdays watch list and the earnings plays. I noticed NEON's and ESIO's rise but by then it was too late. POWI: Triggered a buy signal today at 21 5/8.. I was particulary interested in this stock and listed it #1 yesterday becuase of its phenomal growth (relative strength of 99) and the fact that it has pulled back enough to consider rebuying. I've been in this stock for months recently excited and re-entered today. ___________________________ SYKE chart is excellent and is about 1/16 way from 52 week high: From an article of FORBES magazine dated October 27: SOME OF THE hottest stocks of the recent bull market were of telemarketing firms like APAC TeleServices, West TeleServices and Sitel Corp. They employ hundreds of phone operators to pester people at dinnertime on behalf of companies like AT&T, UPS, J.C. Penney and GTE. Their ipos created billions in stock market value in 1995 and 1996, but in the last year most of these stocks have fallen by more than 60%. It seems many of them were too dependent on a few large clients which are cutting costs. One unintended victim of the carnage has been $428 million (estimated 1998 revenues) Tampa, Fla.-based Sykes Enterprises (NASDAQ: SYKE). Unlike other telemarketing firms, Sykes doesn't peddle goods and services but provides technical support and help-desk services for Microsoft, Gateway, Compaq and IBM. Most of its 7,400 employees work in 23 call centers around the world. Sykes stock is down 45% in the last 12 months despite the fact that its tech support business has been growing rapidly and is much less susceptible to switching and price competition than telemarketers. Hel-loo? An investment in folks who wont interrupt your dinner Indeed, according to Deutsche Bank analyst James Marks, Sykes' top five customers account for just 28% of its revenue, compared to well over 50% for many of the telemarketers. The company is run by 62-year-old John Sykes, a college dropout who studied to be a minister but ended up writing technical manuals for engineers. Since its April 1996 IPO, Sykes has met or exceeded every earnings or revenue growth target he has made. According to Marks, internal earnings growth will grow at 25% per year and revenues at a rate of more than 30%. A key to Sykes' growth and profitability—operating margins have grown from 2.9% to 10.5% since 1994—has been the way he opens call centers. Sykes gets municipalities like Ada, Okla. to put up the land, plus half of the $5 million it costs to open a call center. In this way Sykes breaks even on the centers in three months and gets back all of its initial capital within 18 months. At a current price of $14.25, Sykes is selling at less than 13 times Marks' 1999 earnings estimate of $1.15. Says Marks, whose target price is $35 within a year, "This is not a telemarketer; it's a high-growth bargain."

To: Jenna who wrote (19940)	12/15/1998 11:17:00 PM
From: John Lee CA	Read Replies (1) \| Respond to of 120523

Jenna, I am confused about earnings plays. For example, SLR +7 1/8 but that only applies if you held through the report. It gapped up over 3 at open. So are you recommending holding through report or watching next day open and trying to get in on the run up? In SLR's case there was no run up prior to announcement and infact it declined in the prior week. After the gap up it did run up quickly (2 points in one hour) so making a quick decision to buy-in is critical or more of the overall increase is lost. Since I do not have real time quotes (excpept for what Etrade offers) I use qoute.com to watch the movements and thus loose another 1/4 hour. I know you have discussed this before, but maybe there are others that are confused on using the list also. Please excuse me for being redundant. John Lee